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#PiramalPharma’s demerger was one of the most anticipated #specialsituations in FY22. But since listing, the stock has seen a 65% decline. A thread to help you understand some of the reasons for the fall and if they can recover from this
#piramal #pharma #investing #piramalfall
#piramal #pharma #investing #piramalfall
Piramal has seen a massive reduction in margins in FY23. Their 9M FY23 EBITDA margins are at 10%. They have not been this low for a long time.
The reasons for this fall in margins is a mix of macroeconomic factors that are out of their control and some issues that are inherent in their business model.
